Massachusetts Financial Services
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Massachusetts Financial Services’s Coca-Cola Femsa KOF Stock Holding History

Massachusetts Financial Services’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-73,592
Closed -$5.77M – 857
2023
Q3 		$5.77M Sell
73,592
-72,478
-50% -$5.99M ﹤0.01% 651
2023
Q2 		$12.2M Sell
146,070
-21,358
-13% -$1.83M ﹤0.01% 595
2023
Q1 		$13.5M Sell
167,428
-163
-0.1% -$12K ﹤0.01% 589
2022
Q4 		$11.4M Sell
167,591
-4,939
-3% -$322K ﹤0.01% 599
2022
Q3 		$10.1M Sell
172,530
-2,463
-1% -$147K ﹤0.01% 615
2022
Q2 		$9.67M Buy
174,993
+310
+0.2% +$17.4K ﹤0.01% 612
2022
Q1 		$9.6M Buy
174,683
+11,171
+7% +$596K ﹤0.01% 638
2021
Q4 		$8.96M Buy
+163,512
New +$8.68M ﹤0.01% 667

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services's KOF Position: Q4 2023 in Review

Massachusetts Financial Services sold out of Coca-Cola Femsa (KOF) in Q4 2023, closing a stake of 73,592 shares — an estimated $5.77M sold.

Massachusetts Financial Services first reported a position in KOF in Q4 2021 and held it in 8 quarters. The position peaked at $13.5M in Q1 2023. 249 funds tracked by Wall St. Rank hold KOF as of Q4 2023.

  • Massachusetts Financial Services reported no remaining Coca-Cola Femsa position as of Q4 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 73,592 Coca-Cola Femsa shares in Q4 2023, an estimated $5.77M.
  • Massachusetts Financial Services first reported a position in Coca-Cola Femsa in Q4 2021 and held it in 8 quarters.
  • Massachusetts Financial Services's Coca-Cola Femsa position peaked at $13.5M in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2023.

Based on Massachusetts Financial Services's 13F filing for Q4 2023, filed 8 Feb 2024.